How to apply a check-in template?

• Using the mega menu, navigate to Check-Ins 
• In the "Check In Queue", on the far right navigate to "Create a check in" 

OR

•  In "Schedule Check In", use the employee filter to locate the employee and under the actions column select the calendar icon 

• The check in builder pop-up will appear regardless of how you go about creating the check in. 

• In the top left, you will see "Apply Template" 

• Click "Apply Template" to see the dropdown menu of templates available for you to choose from. 

• Select a template 
• The template will auto-populate the pre-configured questions, goals and core competencies.

• If no adjustments are needed, you can proceed to scroll to the bottom of the builder and select Save.